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Add proposal details above to build a follow-up list.
Record the parts of each proposal that affect price, comfort, and accountability. This worksheet organizes facts; it does not rank contractors or choose a winner.
Missing information is a prompt for a follow-up question, not proof that a contractor will or will not do the work.
Project type not selected
Add proposal details above to build a follow-up list.
Project type not selected
Add proposal details above to build a follow-up list.
Project type not selected
Add proposal details above to build a follow-up list.
A complete form is not a quality guarantee, license check, or substitute for reviewing the actual contract. Requirements differ by jurisdiction and project.
Confirm current licensing, insurance, permits, equipment availability, warranties, payment terms, and service responsibility directly before signing.
Browse the contractor directoryThe prompts draw from ENERGY STAR heating and cooling guidance and AHRI guidance on asking for a matched-system reference or certificate. These organizations do not sponsor or operate this worksheet.